#600 SIMPLE IRA Plan Employer Establishment Kit

Description

#600 SIMPLE IRA Plan Employer Establishment Kit

Designed to provide DFI flexibility, this IRA-approved kit includes the following:

  • “About the SIMPLE IRA Plan” feature sheet
  • Eligibility Form *Adoption Agreement
  • Basic Plan Document
  • Participation Notice & Summary Description
  • Salary Reduction Agreement
  • Instructions for Establishing the SIMPLE IRA Plan
QTY

Product Pricing

Quantity Nonimprint Imprinted
1-99 $7.00 N/A
100-499 $6.53 N/A
500-999 $6.05 N/A
1,000-2,999 $5.58 N/A
3,000-4,999 $4.86 N/A
5,000+ $3.92 N/A
Available only to financial organiztions who sponsor the appropriate prototype plan document.